AFMCX vs. VOO
Compare and contrast key facts about Acuitas US Microcap Fund (AFMCX) and Vanguard S&P 500 ETF (VOO).
AFMCX is managed by Acuitas Investments. It was launched on Jul 18, 2014. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFMCX or VOO.
Key characteristics
| AFMCX | VOO | |
|---|---|---|
| YTD Return | -1.87% | 5.98% |
| 1Y Return | 14.71% | 22.69% |
| 3Y Return (Ann) | -2.02% | 8.02% |
| 5Y Return (Ann) | 7.98% | 13.41% |
| Sharpe Ratio | 0.75 | 1.93 |
| Daily Std Dev | 20.32% | 11.69% |
| Max Drawdown | -51.84% | -33.99% |
| Current Drawdown | -13.41% | -4.14% |
Correlation
The correlation between AFMCX and VOO is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AFMCX vs. VOO - Performance Comparison
In the year-to-date period, AFMCX achieves a -1.87% return, which is significantly lower than VOO's 5.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AFMCX vs. VOO - Expense Ratio Comparison
AFMCX has a 1.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AFMCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Acuitas US Microcap Fund (AFMCX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AFMCX vs. VOO - Dividend Comparison
AFMCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMCX Acuitas US Microcap Fund | 0.00% | 0.00% | 6.40% | 8.34% | 0.00% | 0.10% | 28.38% | 3.58% | 0.92% | 6.58% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AFMCX vs. VOO - Drawdown Comparison
The maximum AFMCX drawdown since its inception was -51.84%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AFMCX and VOO. For additional features, visit the drawdowns tool.
Volatility
AFMCX vs. VOO - Volatility Comparison
Acuitas US Microcap Fund (AFMCX) has a higher volatility of 5.68% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that AFMCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.